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SDSU Financial Planning Association

SDSU Financial Planning Association. Tuesday, January 29th. Today’s Agenda February 5th. Upcoming Events Action Items Update New Jobs & Internships WSP Speaker. Upcoming Events:. Today : Strategic Wealth Man. Senior Advisor Presenting

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SDSU Financial Planning Association

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  1. SDSU Financial Planning Association Tuesday, January 29th

  2. Today’s AgendaFebruary 5th • Upcoming Events • Action Items Update • New Jobs & Internships • WSP Speaker

  3. Upcoming Events: • Today: Strategic Wealth Man. Senior Advisor Presenting • February 6th: 1st Quarterly FPA Meeting of the Year (USD) • February 12th: Career Services Resume Success Workshop • February 19th: Tom Warschauer Presenting • February 20th: New Planner Recruiting Interviewing on Campus • February 21st: SDSU Spring Career Fair • February 26th: Regular Meeting • March 5th: CEO of Strategic Wealth Man. Presenting

  4. What is going on? • Matched all students with mentors except for 2… Will connect parties next week • Investment game to start by end of February. (Prizes being determined) • Updated website with Board Members, New Meeting Time, & Internships • Board Member Meeting Today! Planning out Semester.

  5. New Internships & Jobs Jensen Wealth Advisors • Full Time Position • Junior Planner • Coachella Valley • Salaried Pay • ~ $50k Contact: richard_matcham@yahoo.com Aegis Financial Group • Internship • Mission Valley • Flexible Hours • Unpaid Contact: afgsdassistant@gmail.com

  6. 1st Quarterly FPA Meeting • Wednesday, February 6, 201312:30 – 4:15pmUniversity of San Diego - Joan B. Kroc Institute for Peace & Justice5998 Alcalá ParkSan Diego CA 92110 • If you want to sign up with Nationals, please visit: • http://www.fpanet.org/professionals/Membership/Individual/ • To register for Quarterly meeting, please visit: • http://www.fpasandiego.org/register.htm • Sign up as student • Send me email with your national ID number

  7. Our Speaker: Will Hage has been helping businesses and individuals craft plans for their financial future for the past seven years. He is a fourth-generation San Diegan with deep community roots. Hage Elementary in Mira Mesa is named after his great, great grandfather, who ran one of the first established dairy processing businesses in San Diego and delivered milk to schools for free. Will and his wife, Nicole, have two children, and they value the importance of giving back to society with volunteer work and charitable donations. They plan to establish scholarships for students at Hage Elementary and to instill in their children the same sensibilities that the Hage family has passed down from generation to generation.

  8. Our Speakers: Brendan is a lifelong student of Economics and Finance and self-proclaimed “Buffetologist”, he started his financial services practice in 2008. In addition to being an expert with the revolutionary holistic financial planning software, The Living Balance Sheet. Brendan graduated from San Diego State University with a degree in Economics with an emphasis in Finance in 2002. He continues his education through courses from the American College and College for Financial Planning and the Institute of Business and Finance. Brendan is also an active member of the Lawyer’s Club of San Diego.

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